MRP

Measured Risk Portfolios Portfolio holdings

AUM $92.4M
1-Year Est. Return 4.59%
This Quarter Est. Return
1 Year Est. Return
+4.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$3.13M
3
+$2.77M
4
KMI icon
Kinder Morgan
KMI
+$2.74M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.62M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 26.64%
2 Utilities 9.79%
3 Real Estate 9.48%
4 Technology 8.61%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.66K ﹤0.01%
+130
227
$3.63K ﹤0.01%
+1,260
228
$3.6K ﹤0.01%
+86
229
$3.46K ﹤0.01%
+350
230
$3.45K ﹤0.01%
+60
231
$3.42K ﹤0.01%
+130
232
$2.88K ﹤0.01%
+100
233
$2.65K ﹤0.01%
+50
234
$2.64K ﹤0.01%
+115
235
$2.54K ﹤0.01%
+100
236
$2.51K ﹤0.01%
+1,000
237
$2.46K ﹤0.01%
+7
238
$2.43K ﹤0.01%
+10
239
$2.42K ﹤0.01%
+10
240
$2.41K ﹤0.01%
+50
241
$2.35K ﹤0.01%
+30
242
$2.34K ﹤0.01%
+70
243
$2.32K ﹤0.01%
+10
244
$2.32K ﹤0.01%
+400
245
$2.23K ﹤0.01%
+168
246
$2.21K ﹤0.01%
+12
247
$2.11K ﹤0.01%
+220
248
$2.08K ﹤0.01%
+4
249
$2.04K ﹤0.01%
+18
250
$2.03K ﹤0.01%
+9
8 9
10
11 12